Deactivate/Activate Client

Deactivating a Client

Deactivating a client will remove the client from the Client list when creating a work order. 

To Deactivate the client, go to the client profile and scroll to the bottom of the page. There will be a 'Deactivate' button at the bottom.

This button opens up the Deactivate Client modal which will allow you to input a reason for deactivation and details on why.

Deactivated Clients will show an Inactive Status in the Clients list.

Reactivating a Client

To Activate the client, go to the bottom of the client profile and look for the 'Activate' button.

This button opens the Activate Client modal which mirrors the Deactivate Client modal. You have to put in a reason for reactivation and can add details to clarify.

Activating the client will allow the clients name to populate the Client list when creating a work order, and will set that client back to the active status.

Client History

The Client History page will show all iterations of the client becoming active/inactive with the reasons that were input. You can view additional details to see which user made the changes as well.